Red Door Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Red Door Wealth Management’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Sell	25,100 -224	-0.9%	-$8.84K	0.1%	113
2026 Q1	$922K	Sell	25,324 -310	-1%	-$12.3K	0.1%	110
2025 Q4	$920K	Sell	25,634 -1,344	-5%	-$49.3K	0.1%	107
2025 Q3	$1.09M	Sell	26,978 -750	-3%	-$31.1K	0.12%	96
2025 Q2	$1.07M	Hold	27,728	–	–	0.13%	100
2025 Q1	$1.15M	Hold	27,728	–	–	0.17%	88
2024 Q4	$1.17M	Hold	27,728	–	–	0.18%	82
2024 Q3	$1.12M	Hold	27,728	–	–	0.19%	79
2024 Q2	$876K	Hold	27,728	–	–	0.15%	88
2024 Q1	$920K	Hold	27,728	–	–	0.18%	84
2023 Q4	$924K	Buy	+27,728	New	+$749K	0.2%	77

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Red Door Wealth Management's SFBS Position: Q2 2026 in Review

Red Door Wealth Management reduced its ServisFirst Bancshares (SFBS) stake by 0.88% in Q2 2026, selling an estimated $8.84K and leaving 25,100 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #113.

Red Door Wealth Management first reported a position in SFBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2024. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Red Door Wealth Management held 25,100 shares of ServisFirst Bancshares worth $1.09M as of Q2 2026.
Red Door Wealth Management sold 224 ServisFirst Bancshares shares in Q2 2026, an estimated $8.84K.
ServisFirst Bancshares made up 0.1% of Red Door Wealth Management's portfolio in Q2 2026, its #113 holding.
Red Door Wealth Management first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 11 quarters since.
Red Door Wealth Management's ServisFirst Bancshares position peaked at $1.17M in Q4 2024.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.